Polar Capital Funds plc - Emerging Market Stars Fund EUR Class I Acc/  IE00BFMFDF33  /

Fonds
NAV04/11/2024 Chg.0.0000 Type of yield Investment Focus Investment company
12.6500EUR 0.00% reinvestment Equity Emerging Markets Polar Capital 

Investment strategy

The Fund"s investment objective is to achieve long term capital growth. The Fund seeks to achieve its objective by investing in a broad range of shares from companies in emerging markets (developing countries), or from companies which generate a significant amount of their business from emerging market countries. The Fund seeks to achieve its objective by investing in a broad range of shares from companies in emerging markets (developing countries), or from companies which generate a significant amount of their business from emerging market countries. The Investment Manager"s investment approach focuses primarily on fundamental bottom-up stock selection with top-down macro-economic research and analysis. The Investment Manager seeks to identify growth opportunities by looking at global growth expectations, demand drivers, supply drivers (including those which impact changes in supply), macroeconomic trends (such as social demographic trends, monetary and fiscal policy, government models, and competitiveness) and factors impacting company valuations to establish a dynamic understanding of the economic backdrop to the investment universe. The Investment Manager"s research efforts are directed towards detailed analysis of a company"s specific strategic position and opportunities within its industry with a view to establishing its potential for future Economic Value Add ("EVA"). The Investment Manager looks to identify companies with the capability to generate a high, and growing level, of EVA in the future (identified over the medium to long term investment horizon).
 

Investment goal

The Fund"s investment objective is to achieve long term capital growth. The Fund seeks to achieve its objective by investing in a broad range of shares from companies in emerging markets (developing countries), or from companies which generate a significant amount of their business from emerging market countries.
 

Master data

Type of yield: reinvestment
Funds Category: Equity
Region: Emerging Markets
Branch: Mixed Sectors
Benchmark: MSCI Emerging Market Net Total Return Index
Business year start: 01/01
Last Distribution: -
Depository bank: Northern Trust Fiduciary Services (Ireland) Limited
Fund domicile: Ireland
Distribution permission: Austria, Germany, Switzerland, Czech Republic
Fund manager: Jorry Nøddekær, Naomi Waistell,
Fund volume: -
Launch date: 29/06/2018
Investment focus: -

Conditions

Issue surcharge: 5.00%
Max. Administration Fee: 0.75%
Minimum investment: 0.00 EUR
Deposit fees: -
Redemption charge: 0.00%
Key Investor Information: Download (Print version)
 

Investment company

Funds company: Polar Capital
Address: 16 Palace Street, SW1E 5JD, London
Country: United Kingdom
Internet: www.polarcapital.co.uk
 

Assets

Stocks
 
99.71%
Cash
 
0.29%

Countries

Cayman Islands
 
19.50%
Taiwan, Province Of China
 
17.98%
India
 
16.31%
Korea, Republic Of
 
9.27%
China
 
6.32%
Canada
 
3.82%
Vietnam
 
3.75%
Brazil
 
3.44%
United States of America
 
3.35%
Hong Kong, SAR of China
 
2.66%
Luxembourg
 
2.63%
Mauritius
 
2.42%
United Arab Emirates
 
2.02%
Mexico
 
1.55%
Virgin Islands (British)
 
1.24%
Others
 
3.74%

Branches

IT/Telecommunication
 
38.83%
Consumer goods
 
19.54%
Finance
 
15.09%
real estate
 
8.24%
Industry
 
6.31%
Energy
 
5.53%
Commodities
 
4.19%
Healthcare
 
1.98%
Cash
 
0.29%